AI summary pending
View Full Filing (SEC EDGAR)Pathward Financial Inc
$72.93+1.1%
+$240.6M
Net Activity
+11.93% total shares
Institutions Holding
286
Popularity Rank
#2229
Avg Weight
0.11%
Total Value
$2.0B
286 institutions currently hold CASH, with 152 net buyers and 118 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
118
Net Buying Institutions
152
Top 5 by Value
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Across its top 20 institutional holders, CASH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 35/100).
CASH ranks #2229 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
286 institutions disclose a position in CASH, but none treat it as a major bet — even Financial Insights, Inc., its most concentrated holder, allocates just 2.9% of its own portfolio to it.
Paragon Capital Management Ltd has added to its CASH position for two straight quarters, increasing it by $4.0M to reach $5.7M today.
State of Alaska, Department of Revenue has trimmed its CASH position for two straight quarters, cutting it by $812.0K while still holding $613.0K.
CASH is up 1.1% today, and institutions have been net buyers of $240.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
CASH posted net income of $175.8M over the trailing twelve months.
+$215.4M
Total Buy Value
$137.6M
Total Sell Value
152
Net Buyers
118
Net Sellers
CASH
Q2 2026
Top 5 Institutional Movers
+$21.0M
-$17.5M
-$14.6M
CASH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Pathward Financial (ticker: CASH) reported its financial results for the third fiscal quarter and first nine months of fiscal 2026 on July 22, 2026, via a press release. The 8-K filing covers Items 2.02 and 7.01 but does not include specific financial figures. This is a standard earnings disclosure for the period ending June 30, 2026.
View Full Filing (SEC EDGAR)59100U108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
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